Acquiring Company
Waverly Advisors
Acquired Company
Wealth Partners Capital Group
United StatesFinancial ServicesFinanceOtherProfessional ServicesFinancial ServicesCommunity And LifestyleDescription
Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Silicon Hills Wealth Management (“Silicon Hills”) based in Austin, Texas. This transaction represents a significant milestone for Waverly’s national growth plans. Since 2021, the firm has extended its regional footprint across the Southeast; this partnership is Waverly’s first in the Southwest region.
Quick answer
Waverly Advisors is acquiring Wealth Partners Capital Group, announced June 20, 2023. Waverly Advisors is based in United States.
- How much did Waverly Advisors pay for Wealth Partners Capital Group?
- The deal value was not disclosed.
- What does Waverly Advisors do?
- Waverly is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement..
- Where are Waverly Advisors and Wealth Partners Capital Group based?
- Waverly Advisors is based in United States.
- Who are the decision-makers at Waverly Advisors?
- Fundz holds 1 contact at Waverly Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Waverly Advisors, and when
When Waverly Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Wealth Partners Capital Group?
Wealth Partners Capital Group was acquired by Waverly Advisors, based in United States. The deal was reported on June 20, 2023. Waverly Advisors is privately held and operates in Financial Services.
When did Waverly Advisors acquire Wealth Partners Capital Group?
Waverly Advisors's acquisition of Wealth Partners Capital Group was reported on June 20, 2023. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Wealth Partners Capital Group do?
Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which has partnered with EP Wealth Advisors (“EP Wealth”). It is privately held, operating in Other.
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